First Class Services
TKM Financial Services offers fee-based comprehensive financial and retirement planning in which all areas of a client’s financial life are reviewed to ensure alignment with the client’s goals, resources, and personal values.
Investment advisory services are provided utilizing a very simple approach – participate in the markets utilizing low cost, yet high effective high-quality securities. The firm does not receive “soft dollars,” commissions, or 12(b)1 kickbacks from any mutual fund or investment company, which reinforces the firm’s client-first philosophy and approach.
Finally, the firm also offers risk management/insurance solutions in the form of life, disability, and long-term care strategies.* Partnering with over 100 carriers, clients are provided customized strategies that are cost-efficient and in line with the client’s overall financial goals.
TKM SEES A NEED AND FILLS A NEED…
In addition to these services, the firm utilizes an open architecture structure, in which the firm partners with financial specialists, such as mortgage lenders, bankers, estate planners, etc. to coordinate the delivery of other financial services. This structure places the clients' needs first, promotes holistic client servicing, and maximizes the service levels the firm provides to its clients. With many individuals retiring daily, financial and retirement planning services are needed!
Passion
We have the passion to serve clients in an honest, client-first and comprehensive manner.
Satisfaction
We get satisfaction knowing real value is brought to clients, whether through simplifying clients’ finances, restructuring clients’ insurance strategies or providing clients comfort in their knowing that retiring comfortably is achievable.
Relevancy
We strive to make a difference and be relevant in the lives of clients and the vibrancy of our community.
TKM's Value Proposition is simple:
Serve as our clients' Trusted Advisor by providing a customized suite of services that includes comprehensive planning services, investment advisory services focused on low cost, yet highly effective high-quality securities and customized risk management solutions, all delivered in a timely and transparent manner.
Comprehensive in Approach,
Client-FIRST in Nature!
Click below to learn more about TKM Financial Services comprehensive suite of financial planning services.
Financial Planning
TKM Financial Services provides truly comprehensive financial and retirement planning. TKM leaves no stone unturned! Click below to learn more!
Investments
TKM Financial Services provides process-driven investment advisory services. Click below to learn more.
Insurance
TKM Financial Services provides individual and group insurance strategies through 100 different non-captive carriers. Click below to learn more.
Contact Us!
To schedule some time to chat with us click below!
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The “Do GREAT Club”
The firm is dedicated to giving back to the community. Above and beyond simply giving a monetary gift, I believe in actively participating in the community and providing, what I can, any and all resources to an array of charitable organizations. This is not a charity nor are is the firm asking for dollars. I challenge others to “Do GREAT” in their communities and in their own way.
Please follow my charitable endeavors (and share yours) on our Facebook page:
Do GREAT Club Sponsored by T.K.M. Financial Services.
